tableau drive, a new methodology for scaling your analytic culture

Drive A practical roadmap for ���scaling your analytic culture

The benefits of self-service analytics ���are clear

•  Do I really need to learn a new tool? •  Is this important? •  What’s the benefit? •  How do I get started? •  What data is available? •  How much time will this take? •  What happens if I get stuck?

But any system is difficult to scale.

“We have to finish our data warehouse ���

before we can do any analytics.”

Red flag #1 #1

Really? ���Don’t wait for “perfect.” ���Start with what you have.

The Cycle of Visual Analytics is naturally iterative. Early results inform later decisions.

“We have self-service analytics, ���

so we don’t need IT.”

Red flag #1 #2

Really?

IT is critical to provide policies and systems that ���can support self-service at scale.

��� How do you provide the programmatic

support needed to scale self-service analytics?

Business IT

Requirements Planning Development Test User Experience Production Analytics

The traditional model fails business users and IT

Users must wait… and are rarely satisfied.

Why waterfall fails

Because this is what we thought you said…

Is this the red convertible you wanted?

Agile improves waterfall

Production Development

Planning

User Acceptance Test

Subject Matter Expertise

(requirements)

Keeping business ���closer to development improves quality, ���speed and flexibility. But it’s still ���a full time job.

What if Agile sprints were real time?

Promotion to Production

Development

Planning

User Acceptance Test

Subject Matter Expertise

(requirements)

Self-service development collapses phases of the ���agile process, allowing ���real-time iteration.

Tableau: a more agile Agile

•  People over processes and tools

•  Working analytics over comprehensive documentation

•  Collaboration over requirements gathering

•  Responding to change over following a plan

•  Work in real time

What is Drive?

Tableau Drive is a business intelligence deployment methodology that draws from agile methods and is informed by the most analytically-minded companies in the world. With Tableau Drive, business and IT jointly own the analytics platform. And there is the opportunity to continuously evolve and grow, even at the scale of an enterprise deployment.

Discovery Prototyping Foundation building

Scaling out

Drive is a new approach ���to deployment

IT Role •  Security •  Data architecture •  Scalability •  Training •  Center of Operations •  Enablement intranet

A partnership that works

Business Role •  Creative analytic work •  Driving data acquisition •  Sharing expertise •  Seeking help when needed •  Evangelism •  Catalyzing action

Execution Enablement

Foundation building

Foundation: organizational

•  Center of Operations •  Center of Evangelism •  Executive sponsorship •  Project plan •  Training •  New user onboarding process •  Evangelism activities

Foundation building

Foundation: technical

•  Sandbox and production environments •  Governance & security policies •  Data dictionary •  Clean, managed & published data sources •  Processes: promotion, escalation, licensing •  Online help desk

Big idea

Business owns ���the creative and ���analytical work.

#1

Big idea

IT is empowered to do what they do best, better.

#2

Big idea

Great visualizations are the beginning not the end of adoption. They are a part ���

(but not all) of analytic culture.

#3

Big idea

Drive provides a plan ���that expands vision and reduces risk in deploying enterprise-wide analytics.

#4

Big idea

The methodology supports ���a partner ecosystem which will

include intranets, training, workflow, automation,

collaboration, and so on.

#5

Blueprint for an IT-business partnership

Useful analytics right away

Proven deployment strategies

Broad & sustainable adoption

Key benefits of Drive

“We now have employees who are identifying problems and fixing them for themselves in hours instead of days and building reports in weeks instead of months.”

Mat Hughes, Revenue Optimization Global Analytics Manager

Carlson Rezidor Hotel Group (Radisson and other brands)

Analytics @ Radisson

This is change management

It will not work •  If IT and Business are “at war” •  If the organization thinks business users should

not have data •  If the supporting technology is not nimble •  If there is no champion

The road forward

Read the Drive Manual www.tableausoftware.com/drive

How Drive is executed

In-house

Tableau partners

Tableau Professional Services

Appendix

Drivers of self-service analytics

TDWI BEST PRACTICES REPORT

Data-driven organizations are more likely to outperform peers